Anatomy of a Call Card

Each call in the Recording Timeline is housed in a Call Card. Click the Call Card to interact or view recordings within the Recording Timeline.

• Descriptive Information
• Coaching the Call
• Annotations
• Voting
• Library
• Opening up Call Card

Descriptive Information

• Caller (Myssa Abusin)
• 1st line of Call Card: Contact, Title, Company, Phone Number, etc from internal phone, dialer or web conferencing tool (ex: Jim Kaufman, Sales Director, Paragon Stairs)
• 2nd line of Call Card: Date, Time and Duration of the Call (ex: June 25th at 02:02PM for 4:48 minutes)
• 3rd line of Call Card: disposition, call outcome or any other customizable information provided from internal phone, dialer or web conferencing tool (ex: Convo - Not a no; Not a Yes)

The 1st and 3rd line of Call Card are customizable. Click Call Details to access the Call ID or any other associated data not specified on the front of the Call Card.

Coaching the Call

Users, managers, and admins can utilize coaching in the drop-down menu.

Users can request coaching on their own calls by selecting "Request Coaching." This will automatically switch the icon from "No Coaching" to "Coaching Requested." The coaching icon changes to "Coaching Provided' when other ExecVision users leave feedback on the call.

Users can also calls to existing coaching plans by selecting Add to Coaching Plan. This functionality is only available if a manager or coach has created a coaching plan for the rep.

Choose the related Coaching Plan and click Add. The call will automatically be added to the review meeting page within the the specified Coaching Plan.

Managers and admins can add calls to existing coaching plans, create coaching plans, coach now or leave feedback on the call card.

Select Add to Coaching Plan to add a call to an existing coaching plan. This functionality is only available if the manager or coach has an existing coaching plan with the rep.

Select Create Coaching Plan to create a new coaching meeting for this rep. The call will automatically be added to the new coaching plan by default.

Select Coach Now to create an Ad-Hoc coaching plans. Ad-Hoc coaching plans are one of three ways to utilize the Coaching Functionality (Coaching Plans and Meeting Types being the other two). 

Ad-Hoc coaching plans were designed to allow for a coaching session that isn't expected to go further than one review. This is for instances where a manager or coach catches a bad habit before the rep makes any other calls for the the rest of the week. 

Ad-hoc coaching sessions are tracked in coaching meeting time in Coaching > Coaching Effectiveness.

Select the Meeting Type and Skill (standard or custom) that needs to be coached. Clicking Next will take you to the ad-hoc session in Dashboards. Score and add default or general comments to the coaching meeting. The available scoring rubric and questions for the ad-hoc session are based on the questions set at the Meeting Type level.

Annotations

Know how many comments, highlights and filled scorecards are left on the call.

Voting

Calls can be voted upon by other users. This area indicates the number of upvotes and downvotes associated with the call.

Library

Identifies the associated library tags for the call. See Adding and Removing Calls for more information.

Opening up Call Card

Click anywhere to expand the Call Card. Comments, Highlights and Scorecard details can be accessed when opening up the Call Card.